A team of advisors that oversaw $240 million in client assets at Wells Fargo Advisors has affiliated with LPL Strategic Wealth Services, LPL’s breakaway solution, the firm announced Monday.
Bruce Pienton and Scott O’Mara are launching Bridgewright Wealth Partners in Grand Rapids, Michigan. They’re joined in the move by Bradley Day, their director of client relations.
Pienton has 39 years of experience, according to his BrokerCheck report, and had been affiliated with Wells Fargo since 1999. O’Mara has 11 years of experience and joined Wells Fargo in 2020.
According to a statement, Pienton and O’Mara interviewed more than a dozen firms before deciding on LPL.
The banking giant's wealth arm extends its revenue streak as it pushes to exit consent orders weighing on growth since 2020.
New Allspring research finds 401(k) participants want guidance on income and rollovers, not just portfolio automation.
Aging homeowners hold record housing wealth - but most advisors still aren't bringing it into retirement plans
$1.7M invested from an inheritance. Then the phone went dead.
The pre-IPO platform sold $430M in units while allegedly rigging prices behind the scenes.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
